Your priorities are our priorities. In the first meeting, we will get to know each other and what’s important to you. Here is where you will be able to see if we are a good fit for you. If you decide to move forward, we will develop a plan specific to your goals.
In this meeting, we propose strategies to pursue your goals and develop a solid game plan. We talk about meeting your plans, risks we may encounter and any costs or fees. Transparency and clarity are emphasized.
If you choose to move forward, meeting three is where we will take the first steps to implementing your customized plan. From here on, regular meetings will be scheduled to verify your investments are working towards your objectives.